Pinnacle Wealth Planning Services’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
15,580
-6,789
| -30% | -$222K | 0.07% | 195 |
|
|
2025
Q1 | $658K | Sell |
22,369
-643
| -3% | -$18.9K | 0.1% | 125 |
|
|
2024
Q4 | $743K | Buy |
23,012
+6,787
| +42% | +$219K | 0.11% | 106 |
|
|
2024
Q3 | $560K | Buy |
16,225
+562
| +4% | +$19.4K | 0.08% | 171 |
|
|
2024
Q2 | $524K | Buy |
15,663
+93
| +0.6% | +$3.11K | 0.07% | 170 |
|
|
2024
Q1 | $577K | Sell |
15,570
-177
| -1% | -$6.56K | 0.08% | 160 |
|
|
2023
Q4 | $546K | Sell |
15,747
-17
| -0.1% | -$589 | 0.09% | 160 |
|
|
2023
Q3 | $485K | Buy |
15,764
+900
| +6% | +$27.7K | 0.08% | 167 |
|
|
2023
Q2 | $507K | Buy |
14,864
+6,067
| +69% | +$207K | 0.08% | 165 |
|
|
2023
Q1 | $263K | Buy |
8,797
+699
| +9% | +$20.9K | 0.04% | 299 |
|
|
2022
Q4 | $251K | Sell |
8,098
-3,904
| -33% | -$121K | 0.04% | 299 |
|
|
2022
Q3 | $319K | Buy |
12,002
+1,303
| +12% | +$34.6K | 0.06% | 219 |
|
|
2022
Q2 | $311K | Sell |
10,699
-4,730
| -31% | -$137K | 0.06% | 238 |
|
|
2022
Q1 | $578K | Buy |
15,429
+3,480
| +29% | +$130K | 0.11% | 147 |
|
|
2021
Q4 | $449K | Buy |
11,949
+328
| +3% | +$12.3K | 0.09% | 170 |
|
|
2021
Q3 | $346K | Buy |
11,621
+776
| +7% | +$23.1K | 0.08% | 215 |
|
|
2021
Q2 | $348K | Buy |
10,845
+6
| +0.1% | +$193 | 0.08% | 199 |
|
|
2021
Q1 | $348K | Buy |
10,839
+798
| +8% | +$25.6K | 0.09% | 191 |
|
|
2020
Q4 | $304K | Sell |
10,041
-612
| -6% | -$18.5K | 0.07% | 190 |
|
|
2020
Q3 | $276K | Sell |
10,653
-111
| -1% | -$2.88K | 0.09% | 177 |
|
|
2020
Q2 | $250K | Buy |
+10,764
| New | +$250K | 0.08% | 183 |
|
|
2020
Q1 | – | Sell |
-10,971
| Closed | -$264K | – | 243 |
|
|
2019
Q4 | $264K | Buy |
+10,971
| New | +$264K | 0.12% | 168 |
|